CDA Essentials 2017 • Volume 3 • Issue 4

Visit Make Your Move Build Your Investments with CDSPI Funds OPEN AN ACCOUNT Make a deposit You can contribute by telephone, fax or mail. Start a PAC et-up automatic contributions using convenient pre-authorized chequing. or call 1-800-561-9401 CDSPInow company/CDSPI @CDSPI CDSPI is a not for profit organization whose members are the CDA and participating provincial and territorial dental associations. We provide insurance, investment and financial planning solutions to help dentists succeed at every stage. Low MERs 1 No-cost, non-commissioned financial planning advice 2 25 of 33 funds have a Morningstar rating of 4 or 5 stars 3 1 Management fees are subject to applicable taxes. 2 Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions. 3 As of March 31, 2016. Morningstar ratings are based on analysis by Morningstar, Inc. of CDSPI funds with performance records of one year or more. For more details on the calculation of Morningstar ratings, please see CDSPI FUNDS